We are live on ! Find out more
BCC

Bridge City Capital Portfolio holdings

AUM $361M
1-Year Est. Return 38.29%
This Fund
S&P 500
This Quarter Est. Return
+7.84%
1 Year Est. Return
+38.29%
3 Year Est. Return
+76.88%
5 Year Est. Return
+81.43%
10 Year Est. Return
–
AUM
$361M
AUM Growth
+$20.6M
Cap. Flow
+$12.8M
Cap. Flow %
3.54%
Top 10 Hldgs %
25.33%
Holding
114
New
6
Increased
40
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
ADUS icon
Addus HomeCare
ADUS
+$4.85M
2
TGTX icon
TG Therapeutics
TGTX
+$2.7M
3
PCRX icon
Pacira BioSciences
PCRX
+$2.61M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$2.44M
5
PSIX
Power Solutions International
PSIX
+$2.34M

Top Sells

Rank Stock Value
1
HRMY icon
Harmony Biosciences
HRMY
+$8.87M
2
ROG icon
Rogers Corp
ROG
+$2.25M
3
SPSC icon
SPS Commerce
SPSC
+$2.15M
4
AEO icon
American Eagle Outfitters
AEO
+$2.11M
5
PLAB icon
Photronics
PLAB
+$1.74M

Sector Composition

Rank Sector Weight
1 Technology 29.34%
2 Healthcare 26.82%
3 Industrials 16.61%
4 Consumer Discretionary 8.7%
5 Financials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRDO icon
51
Credo Technology Group
CRDO
$39.5B
$2.72M 0.75%
29,018
-260
-0.9% -$31.6K
NVEC icon
52
NVE Corp
NVEC
$410M
$2.7M 0.75%
41,245
-672
-2% -$45.3K
EXPO icon
53
Exponent
EXPO
$3.04B
$2.69M 0.75%
41,292
-143
-0.3% -$10.2K
HWKN icon
54
Hawkins
HWKN
$3.04B
$2.69M 0.75%
17,520
+5,166
+42% +$756K
RAMP icon
55
LiveRamp
RAMP
$2.3B
$2.65M 0.73%
99,784
+39,018
+64% +$1.02M
HCSG icon
56
Healthcare Services Group
HCSG
$1.71B
$2.65M 0.73%
142,605
-776
-0.5% -$15.3K
NHC icon
57
National Healthcare
NHC
$3.43B
$2.59M 0.72%
16,194
-127
-0.8% -$19.5K
YETI icon
58
Yeti Holdings
YETI
$3.85B
$2.55M 0.71%
69,784
-625
-0.9% -$27.5K
VPG icon
59
Vishay Precision Group
VPG
$1.36B
$2.51M 0.69%
57,740
-22,147
-28% -$1M
CGNX icon
60
Cognex
CGNX
$10.5B
$2.5M 0.69%
50,963
-331
-0.6% -$15.5K
TXRH icon
61
Texas Roadhouse
TXRH
$12.9B
$2.49M 0.69%
15,085
-114
-0.8% -$20.5K
FELE icon
62
Franklin Electric
FELE
$4.61B
$2.44M 0.68%
26,521
-197
-0.7% -$19.3K
JJSF icon
63
J&J Snack Foods
JJSF
$1.46B
$2.42M 0.67%
30,538
+7,358
+32% +$637K
BBSI icon
64
Barrett Business Services
BBSI
$984M
$2.42M 0.67%
82,951
+12,969
+19% +$429K
NSSC icon
65
Napco Security Technologies
NSSC
$1.29B
$2.31M 0.64%
58,610
-828
-1% -$34.7K
GTY
66
Getty Realty Corp
GTY
$2.18B
$2.23M 0.62%
70,107
-517
-0.7% -$16.2K
CORT icon
67
Corcept Therapeutics
CORT
$9.83B
$2.21M 0.61%
54,874
+25,339
+86% +$947K
KWR icon
68
Quaker Houghton
KWR
$2.57B
$2.18M 0.6%
17,531
-115
-0.7% -$17K
PLXS icon
69
Plexus
PLXS
$6.76B
$2.1M 0.58%
10,367
-4,861
-32% -$924K
LZB icon
70
La-Z-Boy
LZB
$1.6B
$2.08M 0.58%
64,719
-453
-0.7% -$16.4K
MYRG icon
71
MYR Group
MYRG
$6.08B
$2.03M 0.56%
+7,204
New +$1.87M
EVTC icon
72
Evertec
EVTC
$1.89B
$2.02M 0.56%
71,701
-519
-0.7% -$14.7K
PSIX
73
Power Solutions International
PSIX
$689M
$2M 0.55%
+32,793
New +$2.34M
MMS icon
74
Maximus
MMS
$3.04B
$1.95M 0.54%
30,407
+8,405
+38% +$682K
OMCL icon
75
Omnicell
OMCL
$2.06B
$1.89M 0.52%
56,663
-305
-0.5% -$12.8K
1 2
3
4 5

Similar funds

PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
PWC
PYA Waltman Capital Knoxville, Tennessee $361M AUM 9.49% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return
MCM
Monimus Capital Management Woodbridge, New Jersey $361M AUM 21.17% 1-Year Est. Return
PI
Pennant Investors Summit, New Jersey $361M AUM 134.26% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Bridge City Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Bridge City Capital held 114 positions worth $361M, up 6% from $340M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Bridge City Capital deployed $12.8M of net new capital in Q1 2026, opening 6 new positions and adding to 40 existing holdings. Its largest new stake was TG Therapeutics: 90,634 shares worth $3.01M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was MACOM Technology Solutions, an estimated $1.73M trimmed.

  • Bridge City Capital's largest Q1 2026 buy was TG Therapeutics: 90,634 shares worth $3.01M.
  • Bridge City Capital added most to Addus HomeCare in Q1 2026, an estimated $4.85M increase.
  • Bridge City Capital's biggest Q1 2026 reduction was MACOM Technology Solutions, cutting an estimated $1.73M.
  • Bridge City Capital fully exited Harmony Biosciences in Q1 2026, selling an estimated $8.87M.
  • Bridge City Capital's ten largest holdings make up 25% of its $361M portfolio in Q1 2026.
  • Bridge City Capital opened 6 new positions and closed 6 in Q1 2026.
  • Bridge City Capital's portfolio value rose 6% quarter-over-quarter to $361M.

Based on Bridge City Capital's 13F filing for Q1 2026, filed 13 May 2026.